Management

The Management page is used to configure Compliance Tracker 365.
It can be accessed from the toolbar in Site Pages, depending on user roles.


🛠️ Setup Steps

After the initial configuration, complete the setup by:

  1. Applying a License
  2. Selecting a Term Set
  3. Creating Profiles

📍 Ways to access the Management page

  • From the Manage icon in Site Pages
  • From any Compliance Tracker 365–enabled library
  • From the Tracker button on any tracked page or document

Replace myTenant and mySite with your tenant and site collection names:

Tenant Name: Site Collection:

https://myTenant.sharepoint.com/sites/mySite/SitePages/CTFiles/Manage.aspx

🚨 Troubleshooting Access

  • If the Management page cannot be found, check that Add App to Site has been completed.
  • If you see the message:

Wait: Access to the management page is currently blocked

This indicates that SharePoint Search is indexing site contents.

  • For new sites, indexing may take up to 60 minutes.
  • For existing sites, indexing usually clears within a few minutes.
  • The block ensures the site is fully configured before setup continues.

🔍 Search Index Status

Compliance Tracker 365 relies on SharePoint Search to query targeted content across the tenant.

  • The Search Index Status check identifies obvious issues with the search service.
  • Index issues typically resolve automatically.
🔄 Manual Reindex

If the message persists, request a reindex of individual libraries:

  • Navigate to Library > Settings > Advanced Settings
  • Select Reindex Document Library